Purchases and Sales Made in Q1 2025 in Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX) during Q1 2025. The information is specifically focused on institutions that hold shares of CHEVRON CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Guardian Investment Management
|
SELL
|
- |
-2.95K- 14.1% |
$433K - $496K
|
18K
$2.44M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-3K- 3.7% |
$440K - $504K
|
78.1K
$10.6M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-3K- 5.98% |
$440K - $504K
|
47.2K
$6.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-3.01K- 57.02% |
$441K - $505K
|
2.27K
$307K
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-3.01K- 14.36% |
$442K - $506K
|
18K
$2.43M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-3.02K- 9.67% |
$443K - $507K
|
28.2K
$3.82M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-3.03K- 41.77% |
$444K - $508K
|
4.22K
$571K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.1K- 7.81% |
$455K - $521K
|
36.6K
$4.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.12K- 26.91% |
$457K - $524K
|
8.47K
$1.15M
|
|
|
May 07, 2025
Q1 2025
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-3.12K- 15.43% |
$458K - $524K
|
17.1K
$2.32M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-3.14K- 4.05% |
$461K - $528K
|
74.5K
$10.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3.23K- 1.03% |
$474K - $542K
|
309K
$41.9M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-3.25K- 6.63% |
$477K - $546K
|
45.8K
$6.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-3.25K- 2.8% |
$477K - $546K
|
113K
$15.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-3.34K- 8.0% |
$490K - $561K
|
38.4K
$5.2M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.34K- 25.5% |
$490K - $561K
|
9.77K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-3.38K- 0.67% |
$496K - $568K
|
501K
$67.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-3.43K- 1.61% |
$503K - $576K
|
209K
$28.3M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-3.46K- 18.95% |
$508K - $581K
|
14.8K
$2.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-3.5K- 68.45% |
$513K - $588K
|
1.61K
$219K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-3.54K- 9.08% |
$519K - $594K
|
35.4K
$4.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.54K- 10.31% |
$519K - $595K
|
30.8K
$4.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3.59K- 2.28% |
$527K - $603K
|
154K
$20.8M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-3.7K- 10.12% |
$543K - $621K
|
32.9K
$4.45M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.72K- 16.99% |
$545K - $624K
|
18.1K
$2.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3.75K- 25.56% |
$550K - $630K
|
10.9K
$1.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-3.75K- 1.79% |
$550K - $630K
|
205K
$27.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-3.77K- 28.66% |
$553K - $633K
|
9.39K
$1.27M
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-3.83K- 26.46% |
$562K - $643K
|
10.6K
$1.44M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.9K- 12.36% |
$572K - $655K
|
27.6K
$3.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-3.91K- 9.32% |
$573K - $656K
|
38K
$5.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-3.91K- 2.93% |
$573K - $656K
|
130K
$17.5M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-3.98K- 27.92% |
$584K - $668K
|
10.3K
$1.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.01K- 12.71% |
$588K - $673K
|
27.5K
$3.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-4.04K- 2.1% |
$592K - $678K
|
188K
$25.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.13K- 61.33% |
$606K - $694K
|
2.6K
$353K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-4.13K- 30.7% |
$606K - $694K
|
9.33K
$1.26M
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-4.16K- 55.58% |
$610K - $698K
|
3.32K
$450K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-4.16K- 57.49% |
$610K - $699K
|
3.08K
$417K
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-4.17K- 15.2% |
$611K - $700K
|
23.2K
$3.15M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.23K- 8.17% |
$621K - $711K
|
47.6K
$6.44M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.25K- 3.13% |
$624K - $714K
|
131K
$17.8M
|
|
|
May 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
SELL
|
- |
-4.27K- 1.51% |
$626K - $717K
|
278K
$37.7M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4.28K- 2.72% |
$627K - $718K
|
153K
$20.8M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-4.3K- 23.68% |
$631K - $722K
|
13.9K
$1.88M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.37K- 52.52% |
$641K - $734K
|
3.95K
$535K
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-4.44K- 69.59% |
$651K - $746K
|
1.94K
$263K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-4.5K- 10.33% |
$660K - $756K
|
39.1K
$5.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-4.5K- 50.82% |
$660K - $756K
|
4.35K
$590K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-4.52K- 12.16% |
$662K - $758K
|
32.6K
$4.42M
|